Spending Limit by City and Expense Type template

Use this template to create a business rule that requires the user to explain why they have exceeded the spending limit by city and expense type.

Parameters

This template has these parameters:

Expense Type
Select the expense type.
Default Max Amount
Specify the default maximum amount and select the currency.
City
Specify the city.
Max Amount
Specify the maximum amount.
Max Amount is Per Guest
Select this check box if this is the maximum amount to spend per guest.

Example

This example shows the possible values for this business rule.

Spending limit by city and expense type fields

This table shows the values for fields:

Field Value
Name Lodging Limit by City
Severity Explanation
Notification Both
Fire on Itemization Left blank
Fire Scope Every time
Offline and Online Firing Options Fire Offline and Online
Status Active
Fire On
  • Update ER Itemization (Auditor)
  • Update ER Itemization Item (Create and Review)
  • Update ER Line Item (Create)

Spending limit by city and expense type strings

This table shows the values for strings:

Strings Value
Description Specific lodging limits for different cities.
Interactive Message Please explain why you have exceeded the company's lodging limit for this particular city.
Policy The company maintains a $100 limit for any hotel charges. Exceptions are made for these cities:
  • New York: $300
  • Chicago: $200
  • San Fran: $250
  • Los Angeles: $150
  • Dallas: $125
  • London: $300
Report Message Lodging limit exceeded.

Spending limit by city and expense type parameter

This table shows the values for parameters:

Parameter Value
Expense Type Room Rate
Default Max Amount 100.00, US Dollar
City New York - Manhattan
Max Amount New York - Manhattan
Max Amount is Per Guest Left blank

Spending limit by city and expense type applications

This table shows the values for applications:

Name Organization/Group
Corp: US Office Group